Private Banker (Greater China market)

at  BTI Executive Search Pte Ltd

Singapore, Southeast, Singapore -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate20 Aug, 2024USD 9000 Monthly20 May, 2024N/AWealth Management,Interpersonal Skills,MandarinNoNo
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Description:

Looking for a dynamic and driven Private Banker with a specialization in the Greater China market.
The successful candidate will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) and families, providing them with tailored financial solutions and exceptional service.

REQUIREMENTS:

  • Minimum of 5 years of experience in private banking or wealth management, with a focus on the Greater China market.
  • Certified in CACS 1 & 2.Proven track record in managing and growing a portfolio of HNWIs.Excellent communication and interpersonal skills, with proficiency in Mandarin

  • EA Reg No. R1985302 (Han Yen Qi)
    RCB No. 201417088

Responsibilities:

  • Develop and maintain strong relationships with HNWIs and families in the Greater China market.
  • Identify and acquire new clients through networking, referrals, and strategic partnerships.
  • Provide insights and updates to clients on market trends and investment opportunities.
  • Utilize knowledge of the local market to tailor services and products to client needs.
  • Ensure all client interactions and transactions comply with regulatory requirements and company policies.


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Marketing/Advertising/Sales

Marketing / Advertising / MR / PR

Sales

Graduate

Proficient

1

Singapore, Singapore